As a trusted and experienced Investment Advisor I help my client choose and manage their investment portfolio within the context of a comprehensive retirement plan.  

Using the most advanced retirement planning techniques available, I financially model my client’s circumstances to help them make some of the most critical decisions for their future.  While I consider retirement planning a science and art, it is most of all, a trust based service that provides my clients peace of mind and security.

Investments I may recommend to my clients include managed portfolios, individual blue chip equities, annuities, fixed income securities, alternative investments and venture financing opportunities.

In 2011 I attained the designation of a Chartered Strategic Wealth Professional (CSWP).  This is the highest wealth management designation offered by the Canadian Securities Institute and is held by fewer than 3% of Investment Advisors.  I also hold the designation of a Certified Professional Consultant on Aging (CPCA), which specializes in social, financial, and health related issues for individuals who are in the 50+ age group. 

I have lived my life in Vancouver and have been involved in several organizations and activities.  I have received national equestrian show jumping awards, won international karate tournaments, and held a provincial record in track and field for 11 years.  I worked in a family equestrian business for five years before becoming an Investment Advisor and still enjoy coaching children on a volunteer basis.